Envestnet Asset Management
DFIP icon

Envestnet Asset Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Envestnet Asset Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.71M Sell
136,938
-1,315
-1% -$55.1K ﹤0.01% 2226
2025
Q4 		$5.75M Buy
138,253
+40,368
+41% +$1.7M ﹤0.01% 2086
2025
Q3 		$4.13M Buy
97,885
+13,643
+16% +$574K ﹤0.01% 2382
2025
Q2 		$3.52M Buy
84,242
+65,688
+354% +$2.73M ﹤0.01% 2450
2025
Q1 		$781K Buy
18,554
+4,217
+29% +$174K ﹤0.01% 3359
2024
Q4 		$581K Sell
14,337
-838
-6% -$34.6K ﹤0.01% 3501
2024
Q3 		$642K Buy
15,175
+4,700
+45% +$196K ﹤0.01% 3387
2024
Q2 		$428K Sell
10,475
-1,348
-11% -$55K ﹤0.01% 3542
2024
Q1 		$488K Buy
11,823
+295
+3% +$12.1K ﹤0.01% 3446
2023
Q4 		$476K Buy
11,528
+2,838
+33% +$114K ﹤0.01% 3357
2023
Q3 		$346K Buy
8,690
+3,182
+58% +$130K ﹤0.01% 3452
2023
Q2 		$228K Buy
+5,508
New +$232K ﹤0.01% 3634

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management's DFIP Position: Q1 2026 in Review

Envestnet Asset Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 0.95% in Q1 2026, selling an estimated $55.1K and leaving 136,938 shares worth $5.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Envestnet Asset Management first reported a position in DFIP in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.75M in Q4 2025. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

  • Envestnet Asset Management held 136,938 shares of Dimensional Inflation-Protected Securities ETF worth $5.71M as of Q1 2026.
  • Envestnet Asset Management sold 1,315 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $55.1K.
  • Dimensional Inflation-Protected Securities ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2226 holding.
  • Envestnet Asset Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Dimensional Inflation-Protected Securities ETF position peaked at $5.75M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.